Add or Edit Transaction Codes
You can use the Transaction Codes page to add and edit transactions codes to define transactions that affect the Student Ledger and the posting of related entries in the General Ledger.
The following system transaction codes are required by Anthology Student.
Name | Code | Comment |
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Deposit | AMDEP | Default system transaction code for the Admission Deposits process. Additional transaction codes can be configured to accept deposits as needed. |
Books | BOOK | System code used for Budget |
Exam Retake Fee | EXAMR | |
Course Extension Fee | EXTCRSE | |
Lesson Extension Fee | EXTLSN | |
Interest | INT | Default system transaction code for the Generate Interest Charges process. Additional transaction codes can be configured as interest transaction codes as needed. |
Lesson Retake Fee | LESSONR | |
Registration Fee | REG | System code used by billing if billing method is configured to Always Bill Registration Fee. The REG transaction code must be configured on the billing method’s rate schedule. |
Tuition | TUIT | System code for several essential processes such as Tuition Discounts, Course Refund Policy, Auto Stipend, and R2T4. |
You can also allow institutions to decide whether or not to include the transaction in the R2T4 calculation as an institutional charge.
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Review the training (Anthology Academy registration and login required):
- Configuring Transaction Codes (2 min.)
Prerequisites
To view the page, you must have Student Accounts - Configuration - View authorization.
If you want to edit an item and it is associated with more than one campus, you must have access to all the campuses. For example, if the item was configured so that it is available at three campuses and you only have access to two of the campuses, you can view, but cannot edit it. (When you add an item, you can only select campuses where you have access.)
Access Method
Select the Configuration tile > expand Student Accounts > select Transaction Codes.
Procedure to Add or Edit Items
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If you want to:
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Add a list item, click the New button on the toolbar
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Add a list item by copying and modifying a list item, select the required row in the list and click the Duplicate button on the toolbar
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Edit a list item, click the item name in the list
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Review, specify, or change the following values.
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Under Transaction Code Properties, select the appropriate values:
Allow Edit Misc Cash G/L Account
Always Allow Title IV to Pay Charge
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If you want to save and:
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Continue making changes, click the Save button
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Continue to add another item to the list, click the Save & New button
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Close, click the Save & Close button
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Limitations
You cannot edit list items that have a Yes in the System column. These items are defined by Anthology Student.